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AI Technology News 25 January 2026 - 28 January 2026

Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

Texas Instruments (TXN) stock jumps nearly 10% as forecast spotlights AI data-center demand

Texas Instruments shares surged nearly 10% to $216.02 by midday Wednesday after the company projected stronger-than-expected first-quarter revenue and earnings. The firm cited a 70% jump in data-center sales and said it will begin reporting that segment separately. CEO Haviv Ilan said the outlook is not driven by price increases. Investors remain focused on industrial demand and softness in phones and PCs.
Texas Instruments stock jumps on AI data-center outlook — here’s what’s driving TXN now

Texas Instruments stock jumps on AI data-center outlook — here’s what’s driving TXN now

Texas Instruments shares rose 6.7% to $209.89 after first-quarter guidance topped estimates and the company reported a 70% jump in data-center revenue. TI posted fourth-quarter revenue of $4.42 billion and net income of $1.16 billion. The company plans to detail data-center sales separately. Investors remain wary of high capital spending and weak consumer electronics demand.
S&P 500 futures edge up before Fed decision as Texas Instruments pops on AI data-center demand

S&P 500 futures edge up before Fed decision as Texas Instruments pops on AI data-center demand

S&P 500 futures rose 0.32% and Nasdaq 100 futures gained 0.72% early Wednesday ahead of the Federal Reserve’s policy decision and major tech earnings. Texas Instruments jumped about 9% premarket after strong AI-driven results, while Seagate Technology climbed on robust cloud demand. The S&P 500 closed Tuesday at 6,978.60, up 0.41%. Investors remain focused on Fed signals for rate cuts later this year.
Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital (APLD) stock price jumps on Nvidia’s CoreWeave move as AI data center trade heats up again

Applied Digital Corp shares jumped 14.2% to $41.35 in after-hours trading Tuesday, with volume topping 47.4 million. The move followed Nvidia’s $2 billion investment in CoreWeave, which has two 15-year leases with Applied Digital worth about $7 billion. Applied Digital reported $2.3 billion in cash and $2.6 billion in debt as of Nov. 30. Construction has started on its 430-megawatt Delta Forge 1 campus.
Starbucks stock (SBUX) slips after report flags AI inventory glitches ahead of earnings

Starbucks stock (SBUX) slips after report flags AI inventory glitches ahead of earnings

Starbucks shares fell 0.7% to $95.62 Tuesday after a Reuters report cited ongoing product shortages and problems with an AI inventory tool. The drop came as the S&P 500 rose 0.5%. Starbucks will report fiscal first-quarter earnings Wednesday morning and hold its investor day Thursday. CEO Brian Niccol’s personal jet use cap was lifted after a security review, Business Insider reported.
CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark (CLSK) stock climbs as bitcoin miners rally on AI data‑center power trade

CleanSpark shares rose 1.4% to $12.61 Tuesday afternoon, outpacing bitcoin’s flat performance and tracking gains among other U.S.-listed miners. Nvidia’s $2 billion investment in CoreWeave this week highlighted growing energy needs for AI data centers. CleanSpark’s earnings report is set for Feb. 5. The company recently announced a land deal in Texas for a potential 600 MW data center.
CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

CoreWeave stock jumps after-hours as Nvidia puts $2 billion into AI cloud partner

CoreWeave shares rose 5.7% to $98.31 in after-hours trading Monday after Nvidia announced a $2 billion equity investment at $87.20 per share. Nvidia’s stake nearly doubled to about 47 million shares, making it CoreWeave’s second-largest shareholder. CoreWeave said the new funds will not be used to buy Nvidia processors. Nvidia shares slipped 0.7% to $186.47.
Rockchip stock watch: 603893 heads into Jan. 27 AI ecosystem event after a Friday dip

Rockchip stock watch: 603893 heads into Jan. 27 AI ecosystem event after a Friday dip

Rockchip Electronics shares closed down 1.34% at 191.50 yuan ahead of Monday’s Shanghai open. Investors are focused on the company’s AI software ecosystem conference in Fuzhou on Jan. 27, seeking updates on products and partnerships. The stock has been volatile, with a 4% surge on Jan. 21 followed by declines. The U.S. Federal Reserve’s Jan. 29 rate decision also looms over market sentiment.
VeriSilicon stock (688521) faces Monday test after AI-order surge flags sharper 2025 rebound

VeriSilicon stock (688521) faces Monday test after AI-order surge flags sharper 2025 rebound

VeriSilicon shares closed Friday at 206.60 yuan, up 1.35%. The company forecasts 2025 revenue of 3.15 billion yuan, a 35.8% rise, and a narrowed net loss of 449 million yuan. AI-compute orders made up over 73% of new business, with data-processing revenue up more than 95%. Investors are watching if the 5.08 billion yuan backlog will turn into profits as earnings season begins.
Cambricon stock heads into Monday: what to watch after a Friday dip in China’s AI chip bellwether

Cambricon stock heads into Monday: what to watch after a Friday dip in China’s AI chip bellwether

Cambricon Technologies shares closed down 1.33% at 1,334.99 yuan ahead of Monday’s open in Shanghai. Investors are focused on the company’s March 13 earnings report and the April 16 lock-up expiration, which will release 3.33 million shares. The stock has dropped about 6% since last week but remains well above last year’s levels. Broker targets average 1,572 yuan, reflecting mixed sentiment.
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Westpac share price slides after ASX rout; investors brace for next week’s WBC update

Westpac share price slides after ASX rout; investors brace for next week’s WBC update

7 February 2026
Westpac shares fell 1.2% to A$39.43 Friday as the S&P/ASX 200 dropped 2% amid broad selling. The bank is set to roll out Microsoft 365 Copilot to 35,000 staff after a pilot last year. Investors are watching for signs of loan growth and credit quality ahead of Westpac’s first-quarter update on Feb. 13. The Reserve Bank of Australia raised its cash rate to 3.85% this week.
ANZ share price fell Friday — here’s what to watch before the ASX reopens

ANZ share price fell Friday — here’s what to watch before the ASX reopens

7 February 2026
ANZ shares closed at A$37.01 on Friday, down 1.52% as the S&P/ASX 200 fell 2% and nearly $70 billion was wiped from the market. The Reserve Bank of Australia raised its cash rate by 0.25 points to 3.85%, prompting ANZ to lift variable home loan rates from Feb. 13. ANZ announced a new Salesforce-based AI CRM rollout and a board change effective Feb. 8. Investors await ANZ’s first-quarter update on Feb. 12.
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